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Disclosery

Total Wealth Planning, LLC: SLYV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Total Wealth Planning, LLC on SLYV, newest first. How the timeline and the estimate are built.

Total Wealth Planning, LLC held 2,735 SLYV shares at 2025-12-31 per its 13F-HR filed 2026-02-13.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 2,735 shares
    Change vs previous 13F -36,536 shares

    0.53% of the 13F portfolio, value $248,834.

    13F-HR 0001951757-26-000432 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-09-30
    13F 39,271 shares
    Change vs previous 13F -1,774 shares

    0.4% of the 13F portfolio, value $3,481,411.

    13F-HR 0001951757-25-001163 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 41,045 shares
    Change vs previous 13F +2,842 shares

    0.41% of the 13F portfolio, value $3,273,727.

    13F-HR 0001951757-25-000851 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 38,203 shares
    Change vs previous 13F -957 shares

    0.46% of the 13F portfolio, value $2,995,116.

    13F-HR 0001951757-25-000369 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 39,160 shares
    Change vs previous 13F -1,727 shares

    0.53% of the 13F portfolio, value $3,416,727.

    13F-HR 0001951757-25-000031 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 40,887 shares
    Change vs previous 13F -1,692 shares

    0.55% of the 13F portfolio, value $3,549,819.

    13F-HR 0001951757-24-001008 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-06-30
    13F 42,579 shares
    Change vs previous 13F -1,422 shares

    0.6% of the 13F portfolio, value $3,656,696.

    13F-HR 0001951757-24-000632 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-03-31
    13F 44,001 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $3,650,784.

    13F-HR 0001951757-24-000335 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).